--- title: Account Management (Raise by ActBlue) description: Learn how to add or remove users, assign Admin or Staff roles, and find help with payout and bank settings in your Raise by ActBlue account. --- [Skip to content](https://help.actblue.com/hc/en-us/articles/32216853411351-account-management-raise-by-actblue#main-content) English - United States Show submenu for translations ![ActBlue](https://help.actblue.com/hubfs/1-B-AB-HorizontalLockupLogo-FullColor-RGB.svg) Open main navigation Close main navigation - English - United States Show submenu for translations - [Contact us](https://help.actblue.com/hc/en-us/requests/new) [Contact us](https://help.actblue.com/hc/en-us/requests/new) How can we help you? - There are no suggestions because the search field is empty. 1. [ActBlue Support Documentation](https://help.actblue.com/hc/en-us) 2. [Raise by ActBlue](https://help.actblue.com/hc/en-us/raise-by-actblue) 3. [Managing & Granting Access to Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-granting-access-to-your-raise-dashboard) # Account Management (Raise by ActBlue) This article explains how to manage user access in a Raise by ActBlue fundraising account. It includes instructions on how admins can view all active users and their roles, invite new users via email, and assign them a user role. It also covers changing a user's role or removing their access.   ### In this article 1. [Add and remove users](https://help.actblue.com/hc/en-us/articles/32216853411351-account-management-raise-by-actblue#addremove) 2. [Manage your general & financial settings](https://help.actblue.com/hc/en-us/articles/32216853411351-account-management-raise-by-actblue#general) ### Add and remove users For security purposes, it’s important that only current team members have access to your Raise by ActBlue account. We make it easy for you to keep the list of users up to date. To manage user access to your Dashboard, after you sign in, click the “**Settings**” button with the gear icon in the top-right corner of the website to open the dropdown menu. Then, click “**People**.” ![Screenshot of the Raise Dashboard Settings dropdown. Red boxes highlight the Settings menu in the top navigation and the People option. Other menu items are Switch dashboards, Help center, User settings, and Sign out.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image31.jpg)   On the **People** page, you’ll see a list of all active users on your Raise account, their assigned roles, whether they have two-factor authentication enabled for their login, and the history of users added and removed from the account. To add a new user to your Dashboard, click the “**Invite someone**” button in the upper right corner. ![Screenshot of the People page in the Raise Dashboard, listing four team members with their role (Admin or Staff), two-factor authentication status, last login, and last active time, plus an Edit link for each. A red box highlights the Invite someone button. An Account access changes log appears below.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image12.jpg) You’ll be taken to the “Invite someone new” page, where you can input the new user’s email address and select a role for them. ![Screenshot of the "Invite someone new" page in the Raise Dashboard. Admin is selected as the role (can take all actions); Staff can do everything except manage financial settings and users. Grant access and Cancel buttons sit below a "Compare roles" chart.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image6.jpg) When you add a new user, you can assign them one of two roles: **Admin** or **Staff**. Roles control what you can see and do in the dashboard. - **Admin users** can take every action available in your Raise account. - **Staff users** can do everything except manage users. When you add a new user, you’ll see a chart comparing the two roles. You can also view this chart by clicking “Compare roles” on the People page. ![Screenshot of the top of the People page in the Raise Dashboard, with the intro text about inviting team members and assigning roles. A red box highlights the Compare roles link.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image5.jpg)   After you have entered the new user’s email address and selected a role for them, click the “**Grant access**” button. The user will receive an email letting them know they have been granted access and prompting them to create an ActBlue account or, if they have one, to sign in. To change a user’s role or remove their access, go to the People page and click “**Edit**” next to their name. ![Screenshot of the top of the People list in the Raise Dashboard, showing one team member's email, Admin role, last login and last active time, with a red box around that row's Edit link. The Invite someone button and View history link are above.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image26.jpg)   You can change their role, then click the “**Save roles**” button to save the change, or click the “**Remove person**” button to remove their access to the Dashboard. ![Screenshot of the "Edit access" page for a team member in the Raise Dashboard. Red boxes highlight the Save role and Remove person buttons. Admin is selected, with a Compare roles chart below.](https://help.actblue.com/hubfs/Knowledge%20Base%20Import/image19.jpg)   ### Manage your general & financial settings For more information about how to update general settings (mailing address, Directory photo, contact email address, etc) for your account, check out the **Adjusting Your Campaign Settings** section of our **Getting Started** guide found [here](https://help.actblue.com/hc/en-us/articles/32215734390167-getting-started-raise-by-actblue). Please [contact us](https://help.actblue.com/hc/en-us/requests/new) for help with any of the following financial settings: - Information on your current payout type and schedule. - [Setting up or managing a merchant account](https://help.actblue.com/hc/en-us/articles/32215415282583-merchant-account-management-raise-by-actblue), including updating your linked bank account or Stripe account. - [Setting up or changing your linked bank account for direct deposit for a conduit account.](https://help.actblue.com/hc/en-us/articles/32217932130455-conduit-account-management-finances-raise-by-actblue) - [Donors & Grassroots Fundraisers](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#main-content) - [Donor Guides](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#donor-guides) - [Contributions](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#contributions) - [ActBlue Express Accounts](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#actblue-express-accounts) - [Raising Money for Campaigns and Organizations](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#raising-money-for-campaigns-and-organizations) - [About ActBlue](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#about-actblue) - [Other](https://help.actblue.com/hc/en-us/donors-grassroots-fundraisers#other) - [Core ActBlue](https://help.actblue.com/hc/en-us/core-actblue#main-content) - [Getting Started with Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#getting-started-with-your-core-dashboard) - [Managing & Granting Access to Your Core Dashboard](https://help.actblue.com/hc/en-us/core-actblue#managing-granting-access-to-your-core-dashboard) - [Creating & Managing Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#creating-managing-core-contribution-forms) - [Managing Grassroots Fundraising for Core Donors](https://help.actblue.com/hc/en-us/core-actblue#managing-grassroots-fundraising-for-core-donors) - [Working with Core Contribution Forms](https://help.actblue.com/hc/en-us/core-actblue#working-with-core-contribution-forms) - [Core Contribution Form Features](https://help.actblue.com/hc/en-us/core-actblue#core-contribution-form-features) - [Selling Tickets & Merchandise with Core](https://help.actblue.com/hc/en-us/core-actblue#selling-tickets-merchandise-with-core) - [Refunding & Managing Core Contributions](https://help.actblue.com/hc/en-us/core-actblue#refunding-managing-core-contributions) - [Reporting & Accessing Your Core Fundraising Data](https://help.actblue.com/hc/en-us/core-actblue#reporting-accessing-your-core-fundraising-data) - [Signing In & Using 2FA in Core](https://help.actblue.com/hc/en-us/core-actblue#signing-in-using-2fa-in-core) - [Managing Your Merchant Account in Core](https://help.actblue.com/hc/en-us/core-actblue#managing-your-merchant-account-in-core) - [Activating & Managing Express Lane in Core](https://help.actblue.com/hc/en-us/core-actblue#activating-managing-express-lane-in-core) - [Fundraising Strategy in Core](https://help.actblue.com/hc/en-us/core-actblue#fundraising-strategy-in-core) - [Integrations & Analytics in Core](https://help.actblue.com/hc/en-us/core-actblue#integrations-analytics-in-core) - [Using Call Time in Core](https://help.actblue.com/hc/en-us/core-actblue#using-call-time-in-core) - [Other Core FAQ](https://help.actblue.com/hc/en-us/core-actblue#other-core-faq) - [Raise by ActBlue](https://help.actblue.com/hc/en-us/raise-by-actblue#main-content) - [Getting Started with Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#getting-started-with-your-raise-dashboard) - [Managing & Granting Access to Your Raise Dashboard](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-granting-access-to-your-raise-dashboard) - [Creating & Managing Raise Fundraising Pages](https://help.actblue.com/hc/en-us/raise-by-actblue#creating-managing-raise-fundraising-pages) - [Reporting & Accessing Your Raise Fundraising Data](https://help.actblue.com/hc/en-us/raise-by-actblue#reporting-accessing-your-raise-fundraising-data) - [Managing Your Merchant Account in Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-merchant-account-in-raise) - [Managing Your Conduit Account In Raise](https://help.actblue.com/hc/en-us/raise-by-actblue#managing-your-conduit-account-in-raise) - [Raise FAQs](https://help.actblue.com/hc/en-us/raise-by-actblue#raise-faqs) - [ActBlue Field Tools (formerly Impactive by ActBlue)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#main-content) - [Getting Started](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#getting-started) - [Contacts](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#contacts) - [Users](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#users) - [Data and Integrations](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#data-and-integrations) - [Training Volunteers](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#training-volunteers) - [Texting (Peer-to-Peer, Broadcast, and Automated)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#texting-peer-to-peer-broadcast-and-automated) - [Phone Banking](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#phone-banking) - [Friends and Family Messaging (Relational)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#friends-and-family-messaging-relational) - [Canvassing](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#canvassing) - [Voter Registration](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#voter-registration) - [Forms](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#forms) - [Other Actions (Social Sharing, Open Webpage)](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#other-actions-social-sharing-open-webpage) - [Best Practices & Ideas](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#best-practices-ideas) - [Billing & Account Management FAQs](https://help.actblue.com/hc/en-us/actblue-field-tools-formerly-impactive-by-actblue#billing-account-management-faqs) - 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